Wealth advice for your life's goals

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Victoria Clark Conigliaro, CPM

Senior Vice President–Wealth Management
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- MA
- MD
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
Prior to joining UBS in 2007, Victoria was a Director at Ingalls and Snyder, LLC from 1998 to 2007 and Senior Vice President at Scudder Stevens & Clark in its Private Wealth Management Group from 1986 to 1998. Prior to Scudder, she worked at Morgan Stanley, also in private wealth management. Victoria advises ultra high net worth clients through the Portfolio Management Program, customizing client portfolios based on each individual’s short- and long-term investment goals.
- Forbes America’s Top Women Wealth Advisors, 2018, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Certified Portfolio Manager
- Senior Portfolio Manager
- Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

victoria.clark@ubs.com

Victoria Clark Conigliaro, CPM

1285 Avenue Of The Americas,New York,NY,10019
Matthew Weeks, CFP, AWMA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- MA
- MD
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
In his role as a Planning Specialist, Matt works closely with clients of the HH Clark team and helps them pursue their goals through comprehensive financial planning. Matt has in-depth knowledge of the many financial planning solutions that can be tailored to address each client’s individual priorities. Working collaboratively with Victoria and Hope, Matt strives to deliver what clients need most today—Advice. Beyond investing.

As a financial planner, he provides expertise in the following areas:
- Retirement income and cash flow analysis
- Retirement plans and employee benefits
- Estate and multigenerational planning
- Risk and liability management planning
- Business continuity and succession planning
- Charitable giving strategies
- Executive compensation and benefit strategies
Professional and Educational History

Prior to joining UBS, Matt was a Financial Advisor with Guardian Insurance offering comprehensive advice on both insurance and investment products. Matt earned a B.A. in Finance and Economics from Iona College and currently holds his AWMA^®, Accredited Wealth Management Associate and is a Certified Financial Planner CFP^®. In addition, he holds the Series 7, 63 and 65 securities licenses along with his life and variable insurance license.
- Iona College, B.A. Finance and Economics
- Accredited Wealth Management Advisor
- CERTIFIED FINANCIAL PLANNER
8044 Montgomery Road
The Towers At Kenwood
Cincinnati, OH 45236

matthew.weeks@ubs.com

Matthew Weeks, CFP, AWMA

8044 Montgomery Road,Cincinnati,OH,45236

Victoria Clark Conigliaro, CPM

Senior Vice President–Wealth Management
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- MA
- MD
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
Prior to joining UBS in 2007, Victoria was a Director at Ingalls and Snyder, LLC from 1998 to 2007 and Senior Vice President at Scudder Stevens & Clark in its Private Wealth Management Group from 1986 to 1998. Prior to Scudder, she worked at Morgan Stanley, also in private wealth management. Victoria advises ultra high net worth clients through the Portfolio Management Program, customizing client portfolios based on each individual’s short- and long-term investment goals.
- Forbes America’s Top Women Wealth Advisors, 2018, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Certified Portfolio Manager
- Senior Portfolio Manager
- Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

victoria.clark@ubs.com

Victoria Clark Conigliaro, CPM

1285 Avenue Of The Americas,New York,NY,10019
Matthew Weeks, CFP, AWMA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- MA
- MD
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
In his role as a Planning Specialist, Matt works closely with clients of the HH Clark team and helps them pursue their goals through comprehensive financial planning. Matt has in-depth knowledge of the many financial planning solutions that can be tailored to address each client’s individual priorities. Working collaboratively with Victoria and Hope, Matt strives to deliver what clients need most today—Advice. Beyond investing.

As a financial planner, he provides expertise in the following areas:
- Retirement income and cash flow analysis
- Retirement plans and employee benefits
- Estate and multigenerational planning
- Risk and liability management planning
- Business continuity and succession planning
- Charitable giving strategies
- Executive compensation and benefit strategies
Professional and Educational History

Prior to joining UBS, Matt was a Financial Advisor with Guardian Insurance offering comprehensive advice on both insurance and investment products. Matt earned a B.A. in Finance and Economics from Iona College and currently holds his AWMA^®, Accredited Wealth Management Associate and is a Certified Financial Planner CFP^®. In addition, he holds the Series 7, 63 and 65 securities licenses along with his life and variable insurance license.
- Iona College, B.A. Finance and Economics
- Accredited Wealth Management Advisor
- CERTIFIED FINANCIAL PLANNER
8044 Montgomery Road
The Towers At Kenwood
Cincinnati, OH 45236

matthew.weeks@ubs.com

Matthew Weeks, CFP, AWMA

8044 Montgomery Road,Cincinnati,OH,45236

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Watch the replay of the CIO House View monthly livestream for a conversation with Mark Haefele, GWM Chief Investment Officer, and David Lefkowitz, Head of US Equities, CIO Americas, hosted by Anthony Pastore, Head of Broadcast Communications, CIO Americas. Global equity markets have surged on the momentum of artificial intelligence, but investors now face a pivotal question: can AI drive economies to “escape velocity” and unlock a new era of growth, or will challenges like rising debt and persistent inflation slow progress? Our discussion will help you interpret the signals, seize opportunities, and build resilient portfolios for long-term success. For more insights, read CIO’s Year Ahead 2026 outlook.

December 04, 2025

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Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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As of 10/29/2025

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Wealth advice for your life's goals

Pursuing your goals together

Victoria Clark Conigliaro, CPM

Matthew Weeks, CFP, AWMA